Practice Management Training Webinar - Chapter 1 of 4 Ros Campbell Product Consultant.

Practice Management

Training Webinar - Chapter 1 of 4

Ros Campbell

Product Consultant

Introduction & Chapter 1 • Goals• Overview• Course content• Starting point client lookup & data mining

search• Workflow getting started• Homework and quiz

IRIS Practice Management• Goal

• At the end Practice Management will be up and running in your business

• Introductory webinar plus 3 further chapters• Aimed at partners, managers & staff• Homework & Quiz• Each stage opportunity to ask questions• Webinars

IRIS Practice Management• Know what jobs are due “don’t miss anything”

• Plan your jobs “the right staff at the right time”

• Monitor your jobs “ensure on target”

• Deal with unexpected problems “staff sickness”

• Communication Tracking “automatic filing”

• Data Mining “profile your clients”

• Staff Planning “graphical view of staff activity”

Demo Overview

IRIS Practice Management• Sits at the heart of the IRIS products

communicating and supporting constantly• Unique in the benefits it provides

• Saves time• Understands statutory deadlines• Don’t miss tasks that cost• KPI’s for the business• What’s going on in your business

IRIS Practice Management• Why should we use IRIS Practice

Management and will it suit my business?• Recent survey showed our IRIS Practice

Management users save an extra “5 hours per staff member per month”• 10 staff @ £50 per hour• £2,500 per month• £30,000 per year

Recorded & live webinarsChapter 2 • Workflow cont. planning, monitoring and reporting,

Communication tracking (getting started), homework and quiz

Chapter 3 • Communication tracking cont. logging & filing documents

automatically, Data Mining saving searches, profiling your clients, marketing, homework and quiz

Chapter 4 • Review of Communication Tracking, Data Mining, saving

searches, profiling your clients, marketing, feedback, Staff Planning, bringing it altogether, homework and quiz

Starting Point• Easy access to the client file• The power of Data Mining saving time

• How easy it is to identify clients that match a specific criteria

• Useful for administrative tasks• Chapter 3 looks at Data Mining in detail

Workflow• The aims of workflow• How to set the system standard jobs• The job stages and profiles

• The process• Who• When is it due

• Getting ready for planning

Introductions & Chapter 1 • Goals• Overview• Course content• Starting point client lookup & data mining


Homework• Set up all the main job profiles for your business – be

ready to plan• For example; Personal Tax Returns, Corporation Tax Returns,

Partnership Tax Returns, Sole Trade Tax, Trust Tax returns, Accounts Production, Take on New Client, VAT, Payroll

• Take a Look at Job Planning - preparation• As you log into Practice Management into the Staff Control Panel

take a look at Launch | Job Planning and have a go at planning a job.

• Post time – use the integration• If you are an IRIS Time & Fees user as you log into IRIS Practice

Management, on the Staff Control Panel select the Timesheet tab to post your timesheets.

• Quiz

IRIS Practice Management• Know what jobs are due “don’t miss anything”

• Plan your jobs “the right staff at the right time”

• Monitor your jobs “ensure on target”

• Deal with unexpected problems “staff sickness”

• Communication Tracking “automatic filing”

• Data Mining “profile your clients”

• Staff Planning “graphical view of staff activity”

IRIS Practice Management

• Chapter 2• Answers to the quiz & feedback• Workflow continued

• Planning• Monitoring • Reporting (Personal Tax MASTER list)

• Communication tracking - getting started• Homework and quiz

Surgery webinars• Webinar will take you to the webinar page• Register onto the surgery webinars

• Answer any questions for you• Guide you though other chapters

IRIS Practice Management

• Fast Track Training• Consultant visiting your office for the day• Class room courses across country• E-learning courses

• For more information • Call: 0844 815 5550• mail: [email protected]

http://accountancy-practice.iris.co.uk/services/training.aspx




Support• The presentation slides• Course notes containing the homework

notes• The webinar recording• Quiz

Support• Online product help F1• www.iris.co.uk/support

• Knowledge base articles• How to guides

• Call the support line on 0844 815 5551• Email [email protected]• Webinars

http://www.iris.co.uk/support

mailto:[email protected]

[email protected]

Product Consultant

mailto:[email protected]

Practice Management Training Webinar - Chapter 1 of 4 Ros Campbell Product Consultant.

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